Neil possesses over three decades’ experience in the provision of expert superannuation advice. He has witnessed first hand the many changes to the industry that have taken place over that time.
Neil joined HLB Mann Judd in June 2005. He has previously worked as a superannuation and investment consultant, providing advice on all aspects of superannuation to employers, trustees and members. His last role, prior to joining the firm, was as the compliance manager for a large industry superannuation fund.
Whilst Neil is licensed to provide advice in respect of all aspects of superannuation, he has developed specialist expertise in the management, operation and compliance of self managed superannuation funds. He also specialises in the compliance by employers with their obligations under superannuation guarantee and fund choice legislation.
As a result of his many years of experience, Neil has gained a strong reputation for his technical expertise and practical advice. To this extent, he is highly sought after as a presenter on superannuation issues at seminars and discussion groups for industry professionals and private and public companies.
Master of Science in Probability and Statistics – Sheffield University, England
Bachelor of Science (First Class Honours) in Mathematics – Imperial College, London University, England
Associate of the Institute of Actuaries of the U.K. and Australia
Neil has also successfully completed the examinations for the Advanced Diploma in Financial Service (Financial Planning) and is currently finalising the skills assessment
Fellow, Taxation Institute of Australia
Member, Superannuation Sub Committee, Taxation Institute of Australia
Lecturer, Applied Tax, Taxation Institute of Australia
Member, ASFA Victorian Compliance Discussion Group
Member, ASFA Small Funds Discussion Group
Authorised Representative No 314637, SecurInvest Financial Planners Pty Ltd AFSL 223280